darhan

👋 Hey #CryptoTwitter, I’m a new Kaito Yapper! 🚀
start sharing my thoughts on all things #crypto.
#Kaito #Yapper #LFG

[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

@SoSoValueCrypto
https://t.co/ZzOXgdPLMP

[SoSoValue @SoSoValueCrypto]

A useful read on why AI CapEx matters beyond Nvidia. 👇

[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

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[darhan @BalarDarshan01]

@SoSoValueCrypto
https://t.co/wnYhO1aZC9

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Peace Deal Nears Signature, Fed Maintains Wait-and-See Stance

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA 60-day MOU framework between the U.S. and Iran has been reached, though President Trump has yet to grant final sign-off. While VP Vance indicated that a deal is "close but not yet done," diplomatic efforts are intensifying: Pakistan’s Deputy PM Ishaq Dar is in Washington today (5/29) to meet with Secretary of State Marco Rubio, signaling a high-stakes effort to solidify the peace process.

🔍 Key Logic Shifts:
1️⃣ Macro & Inflation: The April PCE printed at 3.8%, aligning with expectations and showing no signs of second-round inflation pass-through. The market’s near-term Fed path remains unchanged, with policy effectively held in a "wait-and-see" state.
2️⃣ Fed & Policy: With Kevin Warsh now at the helm of the Fed, the central bank maintains a hawkish bias. Persistent high energy costs remain the primary risk factor, keeping the possibility of a Q4 hike on the table should inflation stickiness re-emerge.
3️⃣ AI Portfolio: AI remains the core driver of U.S. equities. Despite the persistent "AI top" debate, strong industry trends, solid earnings, and a lack of macro-shock data support the view that any current price chop is a pullback within a broader uptrend rather than a trend break.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC

[darhan @BalarDarshan01]

ccc